Welch & Forbes’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Welch & Forbes’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-5,634	Closed	-$229K	–	381
2023 Q2	$229K	Buy	+5,634	New	+$229K	﹤0.01%	355

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Welch & Forbes's XLE Position: Q3 2023 in Review

Welch & Forbes sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2023, closing a stake of 5,634 shares — an estimated $229K sold.

Welch & Forbes first reported a position in XLE in Q2 2023 and held it in 1 quarter. The position peaked at $229K in Q2 2023. 1,711 funds tracked by Wall St. Rank hold XLE as of Q3 2023.

Welch & Forbes reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
Welch & Forbes sold 5,634 State Street Energy Select Sector SPDR ETF shares in Q3 2023, an estimated $229K.
Welch & Forbes first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2023 and held it in 1 quarter.
Welch & Forbes's State Street Energy Select Sector SPDR ETF position peaked at $229K in Q2 2023.
1,711 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2023.

Based on Welch & Forbes's 13F filing for Q3 2023, filed 3 Nov 2023.